Logo

LAWRENCE WEALTH MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan NameLAWRENCE WEALTH MANAGEMENT, LLC 401(K) PLAN
Plan identification number 001

LAWRENCE WEALTH MANAGEMENT, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LAWRENCE WEALTH MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:LAWRENCE WEALTH MANAGEMENT, LLC
Employer identification number (EIN):824454423
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAWRENCE WEALTH MANAGEMENT, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01STEVEN LAWRENCE2023-06-28 STEVEN LAWRENCE2023-06-28
0012021-01-01STEVEN LAWRENCE2022-09-23 STEVEN LAWRENCE2022-09-23
0012020-01-01STEVEN LAWRENCE2021-09-29 STEVEN LAWRENCE2021-09-29
0012019-01-01STEVEN LAWRENCE2020-10-12 STEVEN LAWRENCE2020-10-12
0012018-02-01STEVE LAWRENCE2019-10-13 STEVE LAWRENCE2019-10-13

Plan Statistics for LAWRENCE WEALTH MANAGEMENT, LLC 401(K) PLAN

401k plan membership statisitcs for LAWRENCE WEALTH MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2025: LAWRENCE WEALTH MANAGEMENT, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-033
Total number of particpants at end of year2025-10-033
Number of Participants With Account Balances2025-10-033
2024: LAWRENCE WEALTH MANAGEMENT, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-033
Total number of particpants at end of year2024-10-033
Number of Participants With Account Balances2024-10-033
2022: LAWRENCE WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-232
Total number of particpants at end of year2022-09-233
Number of Participants With Account Balances2022-09-233

Financial Data on LAWRENCE WEALTH MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2025 : LAWRENCE WEALTH MANAGEMENT, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0380
Net assets as of the end of the plan year2025-10-03623304
Total assets as of the beginning of the plan year2025-10-03445720
Value of plan covered by a fidelity bond2025-10-03385000
Participant contributions to plan in this plan year2025-10-0368300
Value of participant loans at end of plan year2025-10-0326965
Other contributions to plan in this plan year2025-10-0310196
Other income to plan in this plan year2025-10-0373233
Plan net income in this plan year2025-10-03177584
Net assets as of the end of the plan year2025-10-03623304
Net assets as of the beginning of the plan year2025-10-03445720
Employer contributions to plan in this plan year2025-10-0325935
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0380
2024 : LAWRENCE WEALTH MANAGEMENT, LLC 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-030
Total expenses incurred by plan in this plan year2024-10-03250
Net assets as of the end of the plan year2024-10-03445720
Total assets as of the beginning of the plan year2024-10-03288754
Value of plan covered by a fidelity bond2024-10-03385000
Participant contributions to plan in this plan year2024-10-0375000
Value of participant loans at end of plan year2024-10-0366271
Other income to plan in this plan year2024-10-0365231
Plan net income in this plan year2024-10-03156966
Net assets as of the end of the plan year2024-10-03445720
Net assets as of the beginning of the plan year2024-10-03288754
Employer contributions to plan in this plan year2024-10-0316985
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-03250
2022 : LAWRENCE WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-09-230
Net assets as of the end of the plan year2022-09-23259720
Total assets as of the beginning of the plan year2022-09-23163965
Value of plan covered by a fidelity bond2022-09-23385000
Participant contributions to plan in this plan year2022-09-2363699
Other income to plan in this plan year2022-09-2311505
Plan net income in this plan year2022-09-2395755
Net assets as of the end of the plan year2022-09-23259720
Net assets as of the beginning of the plan year2022-09-23163965
Employer contributions to plan in this plan year2022-09-2320551

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup